SevenBridge Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

SevenBridge Financial Group’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,048	Closed	-$41K	–	585
2019 Q2	$41K	Hold	1,048	–	–	0.01%	308
2019 Q1	$39K	Hold	1,048	–	–	0.01%	268
2018 Q4	$32K	Hold	1,048	–	–	0.02%	252
2018 Q3	$40K	Hold	1,048	–	–	0.02%	260
2018 Q2	$36K	Hold	1,048	–	–	0.02%	274
2018 Q1	$34K	Hold	1,048	–	–	0.02%	296
2017 Q4	$34K	Hold	1,048	–	–	0.02%	309
2017 Q3	$31K	Hold	1,048	–	–	0.02%	319
2017 Q2	$29K	Hold	1,048	–	–	0.02%	337
2017 Q1	$28K	Sell	1,048 -508	-33%	-$13.1K	0.02%	332
2016 Q4	$37K	Hold	1,556	–	–	0.03%	289
2016 Q3	$37K	Hold	1,556	–	–	0.03%	288
2016 Q2	$34K	Buy	+1,556	New	+$33.7K	0.02%	332

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SevenBridge Financial Group's XLK Position: Q3 2019 in Review

SevenBridge Financial Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2019, closing a stake of 1,048 shares — an estimated $41K sold.

SevenBridge Financial Group first reported a position in XLK in Q2 2016 and held it in 13 quarters. The position peaked at $41K in Q2 2019. 955 funds tracked by Wall St. Rank hold XLK as of Q3 2019.

SevenBridge Financial Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 1,048 State Street Technology Select Sector SPDR ETF shares in Q3 2019, an estimated $41K.
SevenBridge Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $41K in Q2 2019.
955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.